James Bernard

James Bernard

Vice President/Investments, Stifel

James Bernard currently serves as a Vice President/Investments with Stifel and an active Secure Member of InfraGard's New York Metro Chapter, (affiliated with the FBI), as well as an active member in ISACA and OWASP. He is a mentor for iQ4's centralized applied learning platform as a subject matter expert on The Insider Threat, helping students in the Cyber Security programs at Brooklyn College, SUNY Albany and CUNY. Bernard has 25 years of experience in financial services as a New York City-based financial advisor to high net-worth individuals, retirement plans, and corporations, analyzing market trends and managing all aspects of goals-based wealth planning and asset management through a comprehensive full service platform. Governance, Risk and Compliance training includes risk, fraud and ethics issues, anti-money laundering, OFAC & Economic Sanctions, as well as cyber security best practices and risk mitigation approaches, among others.


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